OPTIMIZED SERVICES
UNIQUE TO YOUR FIRM
BILLING AND ADMINISTRATIVE EFFICIENCIES
We collaborate with billing and administrative teams to ensure procedures are fully optimized. Our services include proper setup of new clients, creating billing groups, building standardized invoice templates and paragraphs, understanding Progress Bills, monthly reporting, and more.

WORKFLOW MANAGEMENT
We collaborate with billing and administrative teams to ensure procedures are fully optimized. Our services include creating billing groups, building standardized invoice templates and invoice paragraph libraries, and setup electronic payment systems to streamline invoicing and expedite collections.

IMPLEMENTATION SERVICES
We begin with a comprehensive review of existing data to ensure it is properly prepared for import. Then work closely with you to develop a detailed roadmap with clear milestones and timelines for each phase. To promote seamless adoption, we deliver thorough training for all staff and provide ongoing support with a white-glove approach.



